Category: Estate Planning

For many people, their plans for their final estate are a private matter that they do not wish to share with other individuals. Therefore, they may be concerned to know that most probate matters are public record in Texas. A matter of public record is open for viewing by any interested person. If you...

The goals for an estate plan of any size are typically protecting assets for heirs, avoiding the probate process whenever possible, providing for loved ones, charitable giving, and avoiding estate and gift taxes. High-net-worth estate planning poses several challenges for an individual. However, working with a Texas estate planning attorney to develop a...

It’s a good practice to review your estate plan after a major life event, including marriage. Newlyweds who have estate plans when they get married should review those plans to ensure that the plans still reflect their desires now that they are married. For newlyweds who do not have an estate plan, working with...

Many people think of digital assets in terms of bitcoin or other digital forms of currency. However, this term encompass a wide variety of accounts, including accounts related to banking, shopping, entertainment, emails, and social media. Unfortunately, without an estate plan, these assets could be lost forever. A Texas estate planning lawyer can...

A living trust can be a valuable estate-planning tool that can meet many of your estate-planning goals and needs. With a living trust, you can protect assets, avoid probate, reduce the taxable value of your estate, and provide for loved ones. A living trust may also provide other benefits depending on your situation and...

If you are the executor or personal representative of an estate in Texas, you have several important duties. The executor has a fiduciary duty to perform the tasks necessary to probate the state and to protect the best interests of the heirs. If you are unsure of what you need to do as an...

A Family Limited Partnership (FLP) is a valuable estate planning tool for many individuals and families. An FLP is not limited to wealthy individuals and high-net-value estates. With an FLP, you can accomplish many of the estate planning goals that are important to you with one estate planning vehicle. A Texas estate planning...

A will is one of the basic estate planning documents that every adult should have to ensure their final wishes are carried out after their death. Also, a will prevents the State of Texas from deciding how to distribute a person’s property after that person’s death. An individual may want to consult a

A personal representative is an individual who is appointed to manage a probate estate. If a person does not have a will that appoints someone to this position (or the person nominated in the will is unwilling or incapable to serve), the court chooses an individual to serve as the personal representative. In most...